In addition to the pVault® Universal settings (Universal Settings), the following settings are specific to RFMS bridged APFlow™ systems.
Disable Invoice Routing |
Important: This is an all or nothing setting.
If you select True, invoice routing functionality is disabled and the Invoice Routing icon in the Invoice Entry toolbar does not display.
If you select False, invoice routing functionality works as expected, which allows the Processor to route invoices to Reviewers for review and approval. |
Document Match - Retrieve potential matching POs in APFlow |
Click True to enable the retrieval of potential matches for POs in Document Match.
Click False to turn off the retrieval of potential matches for PO documents. |
Enable RFMS Purchasing |
This setting is hidden until the RFMS APFlow Invoice PO Lines functionality is turned on. Once active, Purchase Order lines and Quicklist are enabled. |
Launch AP Export Detail Report |
If set to True, after the export is successful, the AP Export Detail report is systematically generated. This is the default.
If set to False, the AP Export Detail report is not systematically generated.
Important: This report can be reproduced through the Retrieve | Report menu at any time. Click here for details. |
P.O. Reviewer Warning |
Determine what type of prompt generates to the Reviewer when a purchase order amount exceeds the committed amount. None is the default.
Prompt Types
None = No prompt/No issue Warning = The Reviewer can still route or approve. Error = The Reviewer must address the error before continuing. |
P.O. Tolerance Dollar Amount |
This is the dollar amount beyond the established purchase order amount that is still considered acceptable. Any amount above the entered figure triggers the generation of a purchase order amount warning. $0 is the default.
Note: With a Warning, the recipient can still approve. |
P.O. Tolerance Percentage |
This is the percentage beyond the established purchase order amount that is still considered acceptable. Any percentage above the entered figure triggers the generation of a purchase order percentage warning. 0% is the default.
Note: With a Warning, the recipient can still approve. |
P.O. Tolerance Type |
Identify a dollar value, a percentage value or both for the P.O. Tolerance Type. This is the dollar amount or percentage beyond an established purchase order amount or percentage that is still considered acceptable. Any amount or percentage above the entered figure triggers the generation of a purchase order amount or percentage warning. $0 is the default.
If Both is selected, both the dollar and percentage tolerances must be met. If only one is met and the other is exceeded, the purchase order warning generated.
Note: With a Warning, the recipient can still approve. |
P.O. Warning |
Determine what type of prompt generates to the Processor when a purchase order amount exceeds the committed amount. None is the default.
Prompt Types
None = No prompt/No issue Warning = The Processor can still route or approve. Error = The Processor must address the error before continuing. |
RFMS Sales Order Aging Filter (Days) for Cloud |
This is the number of days, past delivery, to allow an order to sync to the cloud. The default is 30 days. |
